Morning Memo
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Wealth Management Morning Memo

JULY 31, 2018

RETIREMENT PLANNING

When Should Clients Begin Managing Aging Parents' Finances?

Bernard A. Krooks

Early intervention is important but can be painful.

FULL ARTICLE

INDUSTRY

Why the Focus Financial IPO Is a Watershed Moment for the RIA Space

Louis Diamond

The Focus IPO is currently the only pure-play investment in the fast-growing RIA space—and if sophisticated investors see this as an opportunity, advisors should too.

FULL ARTICLE

SPONSORED CONTENT

Real Assets: Headwinds Turn to Tailwinds

Sponsored by VanEck

The current economic growth and heightened inflation expectations provide an ideal backdrop to consider real assets and their potential benefits.

FULL ARTICLE

ETFS

The Year In Factors

Brad Zigler

Looking for returns, alpha or popularity?

FULL ARTICLE

The Daily Brief

INDUSTRY

Merrill Lynch Team Managing $930 Million Joins Dynasty Financial Partners

Michael Thrasher

Wilmington, Del.-based Wyeth Private Wealth focuses on clients' retirement planning.

FULL ARTICLE

MUTUAL FUNDS

Ivy Investments Cuts Fund Fees

Samuel Steinberger

Investors will save an average of 13 basis points.

FULL ARTICLE

HIGH NET WORTH

The Politics of Luxury Purchases

WealthManagement.com Staff

Republicans buy luxury goods to maintain their status while Democrats' purchases signal their uniqueness.

FULL ARTICLE
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